17 best Salesforce alternatives for 2025

When it comes to building and scaling your business, a quality customer relationship management (CRM) platform is a must-have tool. CRM software can help boost your sales productivity, measure the effectiveness of your marketing campaigns, and improve the customer experience. 

What to consider when choosing the right CRM system?

Salesforce CRM is an excellent platform, but its pricing and other factors may not be ideal for every small business. Luckily, there are plenty of quality alternatives to choose from.

What to look for in a Salesforce alternative

A CRM is only helpful if it’s truly a good fit for your business. While there are many advantages to using Salesforce, there are also several downsides. Here’s what to look for:

  • Ease of use: Some CRMs offer more intuitive dashboards and faster setup 
  • Industry fit: Look for platforms that offer tailored tools for your sector 
  • Customization: Check how easy it is to adapt fields, automations, and workflows
  • Affordability: Evaluate per-user pricing and plan scalability 
  • Integration options: Ensure the CRM connects with your existing tech stack 
  • Support and training: Access to live or self-guided onboarding can reduce downtime 

Check it out…

Build and scale your business with these 6 CRM alternatives to Salesforce.

It can also be difficult to adapt Salesforce to your industry and your specific business needs. For example, industries like investments, construction, and real estate have specific needs for their CRM solutions, and Salesforce doesn’t necessarily meet those needs. Trying to customize Salesforce can lead to longer loading times and difficult navigation. 

Perhaps most importantly, Salesforce is expensive. Other, more affordable CRM solutions are probably a more practical choice for smaller businesses, startups, and businesses that don’t necessarily need all of the functions Salesforce offers.

These CRM alternatives offer an array of management tools. Whether you’re looking for project management, sales automation, or pipeline management, these solutions can help.

ToolBest forPricing
Pipedrive

Visual sales workflows

Starts at $12.50 per user per month

Zoho CRM

Small businesses

Starts at $14 per user per month

Insightly

Customization and automation

Starts at $29 per user per month

HubSpot CRM

Ease of use and free plan

Free; paid plans start at $15 per month

Freshsales

Growing sales teams

Starts at $9 per user per month

SugarCRM

Ease of setup

Starts at $19 per user per month

Microsoft Dynamics 365

Microsoft users

Starts at $70 per user per month

Oracle Cloud CX

AI-assisted sales and marketing

Custom pricing

Nimble CRM

Office 365 and Google Workspace users

Starts at $24.90 per user per month

Zendesk Sell

B2B sales teams

Starts at $19 per user per month

Neon CRM

Nonprofits

Starts at $99 per month

Sage CRM

Industry-specific CRMs

Custom pricing

SAP Sales Cloud

Complex sales processes

Starts at $248 for 5 users

Pipeliner

Automated workflows

Starts at $65 per user per month

Less Annoying CRM

Simple DIY setup

$15 per user per month

NetSuite

ERP-integrated CRM for scaling businesses

Custom pricing

ServiceNow

IT service management and CRM automation

Custom pricing

1. Pipedrive

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Pipedrive

Best for: Agencies and sales teams that want to track and manage the entire sales process with a visual layout 

Key features:

  • Customizable pipeline displays every deal stage at a glance 
  • Integrated email, call, and activity tracking give you complete histories
  • Web forms and chatbots automatically capture and qualify new leads 

Limitations: 

  • Entry-level plans lack advanced reporting and automation tools
  • Custom fields and workflow capacity are limited on lower tiers
  • Analytics dashboards can feel basic compared to enterprise CRMs

This web-based sales CRM boasts impressive ease of use. Because of its heavy focus on customer relationship management, it offers functionality to support marketing and sales. The user interface lets you see the entire sales process from start to finish. 

Custom chatbot and web forms help generate quality leads, while the CRM tracks emails, calls, and contact history for a seamless marketing and sales process. The Pipedrive mobile app is available for both iOS and Android, and it syncs with Microsoft Office, Gmail, Google Drive, and Jotform.

Pricing: Pipedrive plans are billed per user, per month. The Essential plan is $12.50, the Advanced plan is $24.90, the Professional plan is $49.90, the Power plan is $59.90, and the Enterprise plan is $74.90 when billed annually.

Pro Tip

See how Pipedrive stacks up in our Pipedrive vs. Salesforce comparison that breaks down features, pricing, add-ons, and more.

2. Zoho CRM

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Zoho CRM

Best for: Small and midsize businesses seeking an affordable, easy-to-use CRM 

Key features: 

  • Automated sales processes let you manage leads and deals 
  • Canvas drag-and-drop editor lets you customize visuals
  • Real-time forecasting and reporting 

Limitations: 

  • Free plan lacks customization and phone support 
  • Scalability for large, complex sales teams is limited
  • Some integrations may require add-on subscriptions

Zoho CRM encompasses lead management, sales automation, contact management, and more. It provides data-driven metrics and forecasts and is equipped with powerful email marketing tools.

Real-time tracking keeps your entire sales team on task. The system also enables you to award badges and trophies to teams that meet their sales goals and quotas, encouraging your sales reps.

Zoho CRM integrates with Jotform to simplify your lead collection process. The free version of Zoho CRM handles up to three users, and it’s a versatile solution for small and medium-sized businesses.

Pricing: The Standard plan is $14, the Professional plan is $23, the Enterprise plan is $40, and the Ultimate plan is $52 — all per user, per month.

Pro Tip

You can also get a more thorough analysis of the two solutions compared by reading our Zoho vs Salesforce article.

3. Insightly

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Insightly

Best for: Organizations that need a unified hub for marketing, projects, and CRM data 

Key features: 

  • Sales pipelines and workflow automation are customizable  
  • Centralized customer database links to email
  • Real-time analytics and branded templates can be used for quotes and proposals 

Limitations: 

  • Daily mass email and storage limits vary by plan 
  • It lacks any built-in resource management tools
  • Interface slows when the system is handling very large datasets 

Insightly is an all-in-one CRM solution that incorporates marketing, sales, projects, and more. This platform keeps all of your customer data in one centralized location for easy access without data fragmentation. Content design and testing tools facilitate powerful marketing, while advanced analytics help you track campaign performance in real time.

With the ability to link emails and customers to records in your database, you can track existing connections for better customer relationships and sales processes. Insightly also integrates with Jotform, so you can send lead information directly from your forms into your CRM, ensuring nothing gets overlooked.

Pricing: $29 per user, per month for the Plus plan, $49 for the Professional, and $99 for the Enterprise plan

Pro Tip

Insightly is powerful for automating workflows. Consider setting up Zapier integrations early to get the most out of this, too. 

4. HubSpot CRM

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HubSpot CRM

Best for: Startups and small businesses looking for a free, user-friendly CRM solution 

Key features:

  • You can use it for real-time deal tracking with live funnel visibility
  • Unified database automatically logs customer interactions
  • It seamlessly integrates with Zapier, Shopify, and Jotform 

Limitations: 

  • Automation and analytics are restricted in the free tier
  • Support is limited without switching to one of the paid plans
  • Upgrading to premium hubs can be prohibitively expensive

HubSpot CRM offers a completely free plan and is an ideal solution for small businesses and startups working on tight budgets. It delivers many of the same features that more expensive platforms offer, but it does it with a dashboard that’s easy to use.

HubSpot CRM offers integrations with platforms like Zapier, Salesforce, and Shopify. With HubSpot CRM’s Jotform integration, you can import all of the data that you get from your lead generation forms on your website. You can also link this CRM to your social media profiles, email provider, and more, so it easily keeps all of those essential details in one centralized location.

The free plan offers unparalleled value. You can store up to 1 million contacts, and you’ll get unlimited users and storage. You’ll also save money and time on training, since the platform is user-friendly and easy for staff to learn — which will get your business up and running faster.

Pricing: For Customer Platform solutions, HubSpot offers a free plan, a Starter plan that starts at $15 per month for individuals and small businesses, a Professional plan starting at $1,062 per month, and an Enterprise plan starting at $3,910 per month. Pricing depends on the number of contacts you have. 

Pro Tip

Want to learn more about HubSpot and Salesforce? Our HubSpot vs Salesforce comparison guide reveals everything you need to know. 

5. Freshsales CRM

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Freshworks CRM

Best for: Growing sales teams wanting automation and AI-driven insights 

Key features:

  • Built-in email, chat, and phone integration allow for omnichannel outreach
  • AI-powered lead scoring and seamless workflow automation 
  • Customizable pipelines with Kanban and table views

Limitations: 

  • File storage and sequence limits are low on the less expensive plans
  • Advanced analytics is only available on premium tiers
  • Occasional delays in syncing with third-party tools 

Freshsales, by Freshworks, is one of the best CRMs for your small business needs. It’s easy to learn and set up, and it has plenty of customization options, which means you can make this software work for your business’s needs.

Features like workflow and marketing automation, AI sales intelligence, document storage, lead scoring, mobile access, and chat integration help keep your entire sales team on task and up to date.

Freshworks offers a 21-day free trial so you can determine if it’s right for you.

Pricing: Freshsales offers a free plan, a Growth plan at $9, a Pro plan at $39, and an Enterprise plan at $59 — all priced per user, per month.

Pro Tip

Start with the free plan to make sure the tool is a good fit for your team, and then gradually scale up as your needs evolve.

6. SugarCRM

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SugarCRM

Best for: Small to midsize companies that value customization and automation 

Key features:

  • Campaign Wizard manages marketing end-to-end 
  • Data syncs automatically and real-time prompts provide updates
  • Integrations with Mailchimp, Zendesk, and Zapier

Limitations: 

  • Reporting customization is limited without developer support
  • Interface feels somewhat dated compared with newer CRMs
  • Users may experience some performance lag when handling large datasets

SugarCRM is a cloud-based platform that offers everything from sales and automation features to account management and customer relationship management. Features like the Campaign Wizard manage the entire marketing campaign process.

Editing contracts and documents within the CRM platform is easy, and integrations with Mailchimp, Zendesk, Zapier, and more help streamline workflows. Other perks include call center automation, unlimited online support, a detailed reporting dashboard, and more.

SugarCRM is highly customizable to meet your business needs.

Pricing: The Essentials plan is $19 per user, per month, the Advanced plan is $85 per user, per month, and the Premier plan is $135 per month.

Pro Tip

Our SugarCRM vs Salesforce head-to-head matchup provides a more detailed comparison of the two platforms, including what they bring to the table, pricing, and user-friendliness.

7. Microsoft Dynamics 365

user interface of microsoft dynamics 365

Best for: Businesses already using Microsoft Office 365 that need integrated CRM tools

Key features:

  • Native integration with Outlook, Teams, and SharePoint
  • Customizable dashboards, goal tracking, and recurring appointments 
  • Hybrid deployment options (Cloud or on-premises)

Limitations: 

  • The licensing and pricing structure is more complex than other systems
  • There’s limited direct database access for users who want to explore customization
  • Learning curve may be steep for non-Microsoft users

Microsoft Dynamics 365 is a customer relationship management platform designed to support sales, marketing, and customer service operations. The CRM offers mobile support for phones and tablets, and is available in the cloud or as an on-premises installation.

This CRM can be customized with extensions

Pricing: Many pricing tiers are available. They start at $70 per user, per month.

Pro Tip

Microsoft Dynamics 365 integrates best when combined with other Microsoft tools like Teams and Outlook. Use those connections to maximize your ROI and promote widespread adoption.

8. Oracle Cloud CX

landing page of oracle cloud cx platform

Best for: Mid- to enterprise-level organizations leveraging AI-assisted sales and marketing 

Key features:

  • Real-time analytics with predictive and what-if modeling
  • Unified customer profiles for sales, service, and commerce
  • Built-in AI executes campaign optimization and lead scoring 

Limitations: 

  • Interface is visually dated and can be slow
  • Complexity of the setup means technical resources may be required
  • Pricing transparency is limited and costs vary by module 

Oracle Cloud CX is a cloud-based CRM that offers a simple, user-friendly design that supports sales and marketing, customer service, and e-commerce operations. This CRM comes equipped with a full suite of tools to help your team ensure an optimal customer experience through every stage of the sales process.

This platform uses artificial intelligence in several ways. Transactions are reported in real-time, and self-service analytics can help your team to access and leverage data. Predictive analysis also provides important sales insights so teams can make well-informed decisions and prioritize the most valuable opportunities.

Pricing: Oracle Cloud CX does not publish pricing information.

Pro Tip

If you’d like to gain a deeper insight into the comparison of the two solutions, make sure to explore our article Oracle vs Salesforce.

9. Nimble CRM

user interface of nimble crm

Best for: Teams using Google Workspace or Microsoft 365 that value relationship tracking 

Key features:

  • Unified contact view pulls data from email and social media 
  • Browser extensions allow for instant lead capture 
  • Email tracking and group messaging tools are included

Limitations: 

  • Contact record and messaging caps per user are lower than other options
  • Limited analytics customization is available
  • Users may experience occasional sync issues with third-party apps

Nimble CRM is designed for Office 365 and Google Workspace. This CRM helps your team to nurture relationships, and it unities your contacts in a central location. You can use your inbox, LinkedIn, and other online locations to create new or edit contact records in Nimble, saving time and keeping your contacts up-to-date.

Using extensions, Nimble CRM works not only in Outlook and Gmail, but across social media like Facebook and Twitter, too. It also comes with a full suite of tools, including customizable deals and reports, automation, sales forecasting, and email tracking.

Pricing: $24.90 per user, per month

Pro Tip

Leverage Nimble’s browser extension to capture leads directly from LinkedIn and email, which is a big time-saver.

10. Zendesk Sell

user interface of zendesk sell

Best for: Small B2B sales teams seeking a simple, fast CRM setup

Key features:

  • Offers a centralized customer view and pipeline analysis 
  • Access to power dialer, templates, and email integration
  • Trigger-based automation is better for deal management 

Limitations: 

  • Offers fewer integrations than many major competitors
  • Reporting tools are functional but extremely basic
  • No marketing automation module is built into the system

Zendesk Sell is a sales CRM designed for B2B sales. It unifies prospecting, engagement, lead generation, and communication resources in a single platform. Zendesk Sell promises a lower total cost of ownership, including not only setup, but also ongoing maintenance costs. It’s also known for its intuitive interface and simple setup process.

Zendesk Sell offers the ability to track activities and lead generation, and you can also set up triggers and automate tasks to save time. It’s easy to view customer information, while full pipeline visibility allows you to monitor every part of the sales process.

Pricing: The Sell Team plan is $19, the Sell Growth plan is $55, and Sell Professional plan is $115, all per agent, per month.

Pro Tip

Explore our Zendesk vs Salesforce guide for a more detailed breakdown of what these platforms have to offer, so you can identify which one is the best fit for your business. 

11. Neon CRM

user interface of neon CRM

Best for: Nonprofits needing all-in-one donor, event, and member management 

Key features:

  • Tracking capabilities for fundraising and donations with automated receipts
  • Peer-to-peer campaign and grant-tracking tools
  • Integrations with QuickBooks, Zapier, and more 

Limitations: 

  • Interface customization is fairly limited
  • Technical support options vary by plan and support is limited at lower tiers
  • Requires more onboarding time for large data imports

Neon CRM is a fundraising and donor database designed to support nonprofits. This cloud-based CRM supports nonprofits in nearly all of their fundraising needs, including peer-to-peer fundraising, event registration, and more. Its tools also support volunteer, grant, and member management, making it an all-in-one solution.

The CRM is equipped with fundraising tools like dashboard analytics and built-in reports. Its engagement tools include unlimited forms and emails, plus templates, for enhanced donor and volunteer communication. Automation tools like workflow automation and payment processing save staff time, and the CRM integrates with more than 50 tools, like Quickbooks and Zapier.

Pricing: The Essentials plan starts at $99 per month, the Impact plan starts at $199, and the Empower plan starts at $399.

Pro Tip

Make use of built-in donor and volunteer segmentation to personalize outreach at scale. You’ll save time and capitalize on every opportunity to connect with your target audience.

12. Sage CRM

user interface of sage crm

Best for: Small and midsize businesses wanting industry-specific CRM modules 

Key features:

  • Combines sales, marketing, and service modules under one platform
  • Real-time dashboards and visual reporting
  • Configurable workflows help automate routine tasks

Limitations: 

  • Advanced modules cost extra, which could limit functionality at lower tiers
  • Limited dashboard personalization is available in Sage CRM
  • Integrations outside the Sage ecosystem can require middleware or custom setups

Designed for small and medium businesses, Sage CRM is a cloud-based solution to help businesses establish and manage customer relationships. Integrated modules are available specifically for sales and marketing, customer service, and help desks, allowing businesses to customize the CRM to their needs.

This CRM features a dashboard that makes it easy to review sales data and customer information. There are also several reporting options, including the ability to create visual reports and charts.

Pricing: Sage CRM does not publish pricing information.

Pro Tip

Sage integrates best with Sage Accounting products. If you’re already in that ecosystem, you should consider adding Sage CRM to the mix.

13. SAP Sales Cloud

user interface of sap sales cloud

Best for: Complex enterprise sales teams that rely on analytics and guided selling

Key features:

  • Leverages AI-driven forecasting and lead prioritization
  • Visibility on performance dashboards for remote teams
  • Guided selling workflows standardize processes 

Limitations: 

  • Limited third-party integrations are offered by the platform
  • Data import and exports are capped per batch
  • Users note high implementation costs for customization

SAP Sales Cloud supports sales teams with the information they need, whether they’re selling digitally or are out in the field. This CRM delivers a highly detailed view of every customer and interaction, allowing your teams to focus on building relationships. AI-driven insights, recommendations, and analytics further support your sales teams, and this CRM is also optimized for mobile, ideal for when sales agents are away from their desks.

This CRM delivers real-time data, while intelligent forecasting helps your teams make well-informed decisions. The guided selling feature delivers step-by-step help to your teams through the entire sales process, while intelligent scoring helps your teams to focus on the most promising opportunities.

Pricing: SAP Sales Cloud does not publish pricing information.

Pro Tip

SAP and Salesforce are two of the heavyweights in the CRM space, which makes choosing between them tough. Our SAP vs Salesforce comparison tells you everything you need to know to achieve a better ROI and smoother implementation process for your business.

14. Pipeliner

user interface of pipeliner

Best for: Medium to large businesses that need automation and visual workflows that can scale 

Key features:

  • Point-and-click automation features simplify processes 
  • Project management module streamlines task and document tracking
  • Offers visual relationship mapping and account matrices 

Limitations: 

  • No built-in email marketing or conferencing features are offered
  • The interface can appear busy or crowded to new users
  • Higher-tier plans are required for greater analytics depth

Pipeliner is a CRM with a strong focus on automation. It supports lead, pipeline, and contract management, and also features a visual buying center. The account management capabilities include relationship maps, account matrices, white space, and org charts, giving sales teams multiple visual ways to monitor accounts and processes.

This CRM also features a project management tool that makes it a highly versatile choice. The project management tool gives teams the ability to create project plans, set tasks and adjectives, and manage documents. The Automatizer workflow tool is a coding-free point-and-click tool that allows you to build processes and automate repetitive tasks.

Pricing: Prices are per user, per month. The Starter plan is $65, the Business plan is $85, Enterprise plan is $115, and the Unlimited plan is $150.

Pro Tip

Use the Automatizer tool to eliminate manual tasks and create visual workflow automation fast.

15. Less Annoying CRM

user interface of less annoying crm

Best for: Solo users and small teams that want simplicity without IT help

Key features:

  • Centralized contact, task, and pipeline management 
  • Access to a built-in calendar with daily agendas and email summaries 
  • Enables straightforward collaboration for all users 

Limitations:

  • No dedicated mobile app available for users
  • Third-party integrations are limited compared to competitors
  • Only a few advanced automation options are provided

Less Annoying CRM is an easy-to-use CRM designed specifically for small businesses. This CRM is self-funded, meaning you’ll enjoy the lowest possible price with no upcharges. The CRM’s features are designed for solo users, and it functions as a central space to store notes, files, tasks, events, pipeline details, and more. 

The platform features a calendar and tasks that are built directly into the CRM, so you don’t have to jump back and forth between programs. Multiple users can easily collaborate on sales processes and other projects, and this CRM offers plenty of customization options that you can access without IT expertise. If you do need help, the platform offers quality customer service without any chatbots.

Pricing: Less Annoying CRM offers one plan for $15 per user, per month.

Pro Tip

Its simplicity is its selling point. Use daily agenda emails to stay on top of follow-ups. 

16. NetSuite

NetSuite Dashboard View

Best for: Scaling businesses that need an all-in-one ERP and CRM for complete visibility 

Key features:

  • Combines an ERP, CRM, and e-commerce platform into a unified solution
  • Automates marketing, sales, and service workflows within one platform
  • Provides advanced analytics for forecasting and revenue optimization 

Limitations: 

  • Pricing is customized and can be high for small firms
  • Implementation requires significant setup and training
  • Customization often needs developer support or NetSuite consultants 

NetSuite CRM is part of Oracle’s ERP suite. It connects your front office and back office data, so teams can manage every stage of the customer lifecycle all in one place. 

You’ll have a clear view of lead generation, order fulfillment, renewals, and more. Its real-time dashboards let your sales, finance, and operations teams share accurate insights instantly. 

Users can automate workflows, such as quote-to-cash, renewals, and upsells while leveraging built-in analytics for revenue forecasting and pipeline health. NetSuite is exceptionally scalable and supports your business in every phase of growth. 

Although the setup can be resource-intensive, the result is a highly integrated environment designed for long-term efficiency and unified business management.

Pricing: NetSuite does not offer fixed-pricing tiers. You must contact Oracle for a custom quote.  

Pro Tip

Dive deeper into NetSuite vs Salesforce in our head-to-head guide so you can get more bang for your buck. Our breakdown covers everything you need to know, including pricing, add-ons, ease of use, and more. 

17. ServiceNow

ServiceNow User Interface

Best for: Enterprises that want to merge IT service management and customer experience in one platform 

Key features:

  • Unified workspace connects IT, service, and customer operations
  • Offers AI-powered case routing, ticket triage, and self-service portals 
  • Includes deep integration with enterprise systems like Slack, Teams, and Salesforce 

Limitations: 

  • A complex initial configuration requires skilled administrators
  • Premium pricing may exceed the reach of smaller budgets
  • Interface customization is limited without custom development 

ServiceNow CRM extends its powerful workflow engine into customer and field-service managementby centralizing requests, incidents, and customer communications in one digital workspace. IT, operations, and support teams can collaborate effortlessly with this solution. ServiceNow also delivers built-in AI to help your team prioritize work and route cases automatically. 

The low-code setup makes it accessible to all users. You can build automated workflows and ensure data gets where it needs to go. However, you will need to allocate adequate IT resources to unlock the full potential of the program. 

Pricing: ServiceNow offers custom pricing and does not have any fixed rates available. 

Pro Tip

Learn more about ServiceNow vs Salesforce in our guide so you can accomplish more and achieve lasting growth with the power of the right CRM for your business.

Boost your Salesforce workflows with Jotform Salesforce Agent

While exploring alternatives to Salesforce, it’s also worth noting that you can supercharge your existing Salesforce setup instead of replacing it. That’s where Jotform Salesforce Agent comes in — an AI-powered chatbot that connects directly to your Salesforce account to automate conversations, record updates, and customer interactions in real time.

With ready-to-use templates for sales, support, and operations, teams can launch Salesforce-connected chatbots in minutes, no coding required. The chatbot automatically creates, updates, and retrieves Salesforce records while pulling in relevant knowledge articles to deliver fast, accurate responses. Every interaction is logged for transparency, keeping your CRM data clean and actionable while reducing repetitive manual work.

Jotform Salesforce Agent Landing Page

What to consider when choosing the right CRM system

These CRM tools are excellent choices, and they each offer slightly different features and benefits.

It’s important to consider the following factors when choosing the CRM solution that’s right for your business:

  • Budget: Most CRM pricing is based on the number of users you have, but some CRMs charge extra for certain numbers of stored contacts or even a high volume of mass emails. Consider how many user seats you’ll need and how you’ll use the platform when deciding if it falls into your budget.
  • Pipeline management: Pipeline management tools can help you to ensure that your leads always receive appropriate follow-up. Look for features like automated action prompts, integrated phone calls or emails that are automatically logged, and AI technology that helps identify the best leads.
  • Sales process automation: Automation features can help to save staff time and avoid human error. Valuable automation features might include automated text and email follow-ups, automated drip campaigns, and automated task assignments.
  • Analytics features: Analytics features provide valuable information on your current and past sales performance, so you can continue to improve your sales and marketing efforts.
  • Entire customer life cycle management: The ability to manage the entire customer life cycle can help you to not only ensure a quality experience for new customers, but can contribute to customer retention rates too.
  • Integration options: Look for a CRM that integrates with your existing systems, like your bookkeeping, email, and task management platforms. A CRM that integrates with your existing tools can work with those systems, rather than becoming just another tool that you need to use.
  • Workflow tools: CRMs that provide workflows, including the ability to create and assign tasks, can save time and help to ensure that your team is focused on the highest priorities.
  • Marketing automation: Marketing automation features, like the ability to send leads messages through email, text, and social media platforms, can save your team time and help to nurture leads.

Challenges when changing a CRM platform

While a new CRM platform may be a better fit for your business, changing your CRM platform can come with some challenges. Data migration challenges and potential data loss are concerns, so it’s worth having a conversation with the technical support team at the new CRM platform to discuss how they will help facilitate a smooth transfer.

Even if you choose a new CRM that is user-friendly, be prepared for some downtime as your team learns the new CRM. Look into any educational and training resources the new CRM platform offers, and see if it provides personal, live video, or in-person training for your team.

Choosing a Salesforce alternative CRM

Your CRM is an essential tool that supports your marketing and sales teams, and it’s important to choose a CRM that fits your needs when it comes to budget, usability, features, and integrations. While Salesforce is a popular choice, one of these 17 Salesforce alternatives may be a better fit for you, especially if you’re looking for a more user-friendly, versatile platform.

AUTHOR
A journalist and digital consultant, John Boitnott has worked for TV, newspapers, radio, and Internet companies for 25 years. He’s written for Inc.com, Fast Company, NBC, Entrepreneur, USA Today, and Business Insider, among others.

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